JAIIB · RBWM

Mortgage advice & Valuation of Real Property

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Retail Banking and Wealth Management — JAIIB.

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One-liners from this chapter

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Q

What is the primary purpose of mortgage advice in retail banking?

A

Mortgage advice helps customers select suitable home loan products aligned with their financial situation, repayment capacity, and long-term goals, ensuring informed borrowing decisions.

Q

What is a 'registered mortgage' and how does it differ from an equitable mortgage?

A

Registered mortgage requires registration under Registration Act; equitable does not.

Q

Which RBI guideline governs fair practice in mortgage lending by banks?

A

RBI's Fair Practices Code for Lenders mandates transparency in loan terms, interest rates, charges, and grievance redressal for all mortgage lending activities by banks and NBFCs.

Q

What is the maximum LTV ratio prescribed by RBI for housing loans up to Rs. 30 lakh?

A

RBI prescribes maximum LTV of 90% for housing loans up to Rs. 30 lakh.

Q

What is the Loan-to-Value (LTV) ratio in mortgage lending?

A

LTV ratio is the proportion of the loan amount to the appraised value of the property; RBI caps LTV at 75-90% for housing loans depending on loan size to manage credit risk.

Q

What is the 'Debt Service Coverage Ratio (DSCR)' used for in mortgage underwriting?

A

DSCR measures borrower's income adequacy to service mortgage EMIs comfortably.

Q

What does 'market value' of a property mean in the context of valuation?

A

Market value is the estimated amount for which a property would transact on the date of valuation between a willing buyer and seller in an arm's length transaction after proper marketing.

Q

Which Act governs the registration of mortgages and property documents in India?

A

The Registration Act, 1908 governs registration of mortgages and property documents.

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